Purchases and Sales Made in Q2 2025 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 2025. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.96K- 14.56% |
$695K - $975K
|
11.5K
$5.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-1.97K- 3.08% |
$697K - $977K
|
61.8K
$30.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.97K- 1.29% |
$697K - $978K
|
150K
$74.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.98K- 17.66% |
$702K - $985K
|
9.23K
$4.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.98K- 3.6% |
$703K - $986K
|
53.1K
$26.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.98K- 8.39% |
$703K - $987K
|
21.7K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.99K- 4.74% |
$705K - $989K
|
40K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.99K- 28.91% |
$706K - $990K
|
4.9K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2K- 17.04% |
$710K - $996K
|
9.75K
$4.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 41.32% |
$713K - $1M
|
2.86K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.02K- 4.41% |
$716K - $1M
|
43.8K
$21.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.02K- 2.83% |
$716K - $1M
|
69.3K
$34.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.03K- 1.31% |
$718K - $1.01M
|
152K
$75.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.03K- 16.81% |
$719K - $1.01M
|
10K
$5M
|
|
|
Aug 08, 2025
Q2 2025
|
Capco Asset Management, LLC
|
SELL
|
- |
-2.03K- 2.04% |
$721K - $1.01M
|
97.7K
$48.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.04K- 2.28% |
$723K - $1.01M
|
87.4K
$43.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.04K- 16.85% |
$725K - $1.02M
|
10.1K
$5.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.05K- 1.52% |
$726K - $1.02M
|
133K
$66.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-2.05K- 3.43% |
$727K - $1.02M
|
57.8K
$28.8M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07K- 16.81% |
$733K - $1.03M
|
10.2K
$5.1M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.07K- 1.82% |
$733K - $1.03M
|
112K
$55.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-2.08K- 31.77% |
$737K - $1.03M
|
4.46K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-2.09K- 5.44% |
$739K - $1.04M
|
36.3K
$18.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.09K- 2.94% |
$740K - $1.04M
|
68.8K
$34.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.09K- 45.84% |
$740K - $1.04M
|
2.47K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.09K- 2.84% |
$741K - $1.04M
|
71.5K
$35.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.1K- 6.09% |
$743K - $1.04M
|
32.3K
$16.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.1K- 2.56% |
$746K - $1.05M
|
80.1K
$39.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2.11K- 23.35% |
$748K - $1.05M
|
6.93K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.11K- 1.7% |
$749K - $1.05M
|
123K
$61.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-2.11K- 11.01% |
$749K - $1.05M
|
17.1K
$8.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.13K- 4.95% |
$756K - $1.06M
|
40.9K
$20.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.14K- 0.74% |
$759K - $1.07M
|
288K
$143M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.16K- 1.58% |
$765K - $1.07M
|
135K
$67.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-2.16K- 1.79% |
$766K - $1.07M
|
119K
$59.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-2.16K- 12.86% |
$767K - $1.08M
|
14.7K
$7.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.16K- 13.17% |
$767K - $1.08M
|
14.3K
$7.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.16K- 1.91% |
$767K - $1.08M
|
111K
$55.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.17K- 32.57% |
$768K - $1.08M
|
4.48K
$2.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.17K- 5.7% |
$768K - $1.08M
|
35.8K
$17.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.18K- 1.04% |
$772K - $1.08M
|
207K
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Night Squared LP
New York, NY |
SELL
|
- |
-2.19K- 16.41% |
$776K - $1.09M
|
11.2K
$5.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.19K- 4.38% |
$778K - $1.09M
|
47.9K
$23.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.2K- 1.04% |
$780K - $1.09M
|
208K
$104M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.21K- 1.45% |
$784K - $1.1M
|
151K
$75M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.22K- 2.51% |
$785K - $1.1M
|
85.9K
$42.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.22K- 0.77% |
$785K - $1.1M
|
286K
$143M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.22K- 16.4% |
$787K - $1.1M
|
11.3K
$5.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.22K- 3.98% |
$787K - $1.1M
|
53.5K
$26.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.22K- 1.22% |
$788K - $1.11M
|
180K
$89.9M
|